Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,347 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
494
shares
|
$385,917
0.32% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
492
shares
|
$384,355
0.13% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
492
shares
|
$384,355
0.08% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
489
shares
|
$382,011
0.2% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
488
shares
|
$381,230
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
487
shares
|
$380,449
0.13% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
485
shares
|
$378,886
0.02% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
485
shares
|
$378,886
0.11% of portfolio
|
Q2 2025
Added 27.63%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
482
shares
|
$376,543
0.05% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
481
shares
|
$375,762
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
479
shares
|
$374,199
0.07% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
479
shares
|
$374,199
0.31% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
476
shares
|
$371,855
0.09% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
474
shares
|
$370,293
0.04% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
470
shares
|
$367,168
0.27% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
470
shares
|
$367,168
0.12% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
469
shares
|
$366,387
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
465
shares
|
$363,262
0.04% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
465
shares
|
$363,262
0.11% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
464
shares
|
$362,481
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
464
shares
|
$362,481
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
464
shares
|
$362,481
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
463
shares
|
$361,700
0.06% of portfolio
|
Q1 2025
Added 30.79%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
463
shares
|
$361,700
0.11% of portfolio
|
Q1 2025
Added 30.42%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
460
shares
|
$359,356
0.06% of portfolio
|
Q2 2025
Reduced 13.21%
|